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Creating Multi-Step Forms in HubSpot

A Comprehensive Guide to Enhance User Experience

Overview

Creating multi-step forms in HubSpot can greatly enhance the user experience by breaking down the information submission process into manageable steps. This guide will walk you through the process of creating and managing these forms effectively.

Steps to Create a Multi-Step Form

  1. Opt-In to the New Forms Beta Feature:

    • First, ensure that you are opted into the new forms beta feature in your HubSpot account. This feature is essential for creating multi-step forms as it includes the 'next' or 'continue' button, which allows users to navigate through the form seamlessly.

  2. Access the Form Editor:

    • To get started, navigate to your HubSpot account and go to Marketing > Lead Capture > Forms.
    • Click on Create form to initiate the process of building your new form.

  3. Add Steps to Your Form:

    • In the form editor, you can create multiple sections by adding different form steps. Customize each step according to your needs by selecting the fields you want to include.

  4. Configure the 'Next' Button:

    • It's crucial to include a 'next' or 'continue' button at the end of each step. This feature allows users to progress without feeling overwhelmed by too many fields at once.

  5. Test Your Form:

    • After setting up your multi-step form, preview it to confirm that all functionalities, including the 'next' button, work properly. Ensure that the user experience is smooth and intuitive.

  6. Publish Your Form:

    • Once you are satisfied with the design and functionality, you can publish your form. It can be embedded on your website or shared as needed.

Additional Considerations

  • Form Validation: Pay attention to how your form handles email validations, especially for complex formats like subaddressed emails (e.g., username+tag@gmail.com).
  • Reporting and Analysis: Utilize HubSpot’s reporting tools to analyze form submissions and gather insights on user interactions with your multi-step forms.

For detailed guidance on creating and editing forms, refer to HubSpot's official knowledge base on creating and editing forms.

By following the steps outlined above, you will be equipped to create effective multi-step forms that enhance data collection and improve the user experience. If you have any further questions or encounter issues, consider checking HubSpot's resources or reaching out for support.